Twenty Partner Intro

twenty-partner-intro

Third and last step of the lead path.

twenty-lead-brief  →  twenty-partner-shortlist  →  twenty-partner-intro

Takes the partners the user picked and does two things: records the push in the CRM, and puts ready-to-send emails on screen.

This skill writes to production. It creates Application records and stamps the Opportunity. Read Phase 2 before running it on a lead you are unsure about.

Credentials, the gql() helper and every query live in ../_shared/partner-api.md.

Phase 0 — Inputs

Three things are needed. Ask for whatever is missing rather than guessing.

1. The partners, by name, as the user stated them. Never re-derive the list, and never add a partner they did not name. If they name someone who was not on the shortlist, take them: overriding the shortlist is the point of the review step.
2. The lead folder, for partner-shortlist.md and the brief. twenty-partner-shortlist names it at the end of its run.
3. The Opportunity, created by twenty-lead-brief at Step 6. Search by company name. If there is none, say so and ask whether to create one here or go back and run /twenty-lead-brief.

Read the Opportunity's designDocUrl. Empty means stopping and asking for the Doc URL: the whole point of the link is that the partner emails carry it, and an intro without the brief makes the partner ask for it in a round trip.

Resolve each partner's contact email from persons → emails.primaryEmail. No email on record means saying so and leaving the to field blank rather than inventing an address.

Phase 1 — Write to the CRM

Do this before the emails. If a write fails, the user finds out before anything leaves their outbox.

For each confirmed partner:

1. Check applications filtered by opportunityId for an existing record for this partner. One already there means leaving it alone and reporting it: re-running must not create duplicates.
2. Create the Application: { opportunityId, partnerId, state: "INVITED" }.

INVITED means Twenty pushed the partner at this lead. APPLIED means the partner came forward on their own through the marketplace. Never write APPLIED here.

Then, once per run:

3. Stamp introSentAt on the Opportunity with the current timestamp. Already set means asking whether this is a second wave before overwriting it.

4. Verify by reading the Applications back, then print a line per partner: created, or already present.

Phase 2 — The emails

For N confirmed partners, the total is 1 + 2N.

Rules, always applied

• English by default. Match another language only when the lead clearly operates in one, for instance a French lead. Tutoiement applies only in French.
• Short. 4 to 6 sentences, never more than a short screen. Cut throat-clearing, cut a recap the reader already has, cut anything the brief covers. A sentence doing no work goes.
• Intros are launched in parallel, so frame them as already happening. Never "may I introduce you" or "si c'est ok pour toi je te présente" or any other request for permission. State that the intros are going out.
• No em dashes. Use a colon or a comma.
• Sign: Cheers,\nRashad\nPartnerships @twenty
• Subject prefix: [Twenty]
• No self-introduction in a partner email: they know who Rashad is.
• Link the brief, never attach it. Put the designDocUrl in the body. A Gmail compose URL cannot carry a file, and the Doc reads better than a .md anyway.

Email 1 — Client notification, one per run

A reply inside the existing client thread, not a new draft. Do not open a compose window and do not invent a subject: a view=cm URL always starts a new thread. Output the body text only, for the user to paste as a reply.

Content: the intros are going out, in parallel, to <agency name(s)>, who will reach out directly. No permission-asking, no recap, no re-introduction.

Email 2 per partner — Solo outreach

• To: the partner contact email
• Subject: [Twenty] Partner opportunity: <Client>, <one-line project description>
• Content: why this opportunity fits their profile, the project's complexity (custom objects, deployment, migration, seats), the brief link, an invitation to reply or take a call.

Email 3 per partner — Three-way intro

• To: the partner contact email
• CC: the client email
• Subject: [Twenty] <Client> x <Partner>: CRM project
• Content: one sentence introducing each side, the project in two sentences, the brief link, then hand off.

Opening them

Open the partner emails only (2 and 3), sequentially, 1.5 s apart. The helper is in the shared reference. Email 1 is a thread reply, so it stays as text on screen.

Phase 3 — Save and report

Save each email body to the lead folder:

• email-1-client.txt
• email-2-<partner-slug>-solo.txt
• email-3-<partner-slug>-intro.txt

Use the partner's slug field, not their display name. Older lead folders use ad-hoc names (email-4-intro-tatara.txt, email-fasttrack-codevelop.txt); do not copy them.

Close with one table:

Then the counts, and the reminder that Email 1 is the text to paste into the existing client thread.